What is Haven?

Written by Caleb Marshack Updated over a week ago

Haven is an SEC-regulated Registered Investment Advisor that provides financial advice and automated money management. We hold ourselves to the fiduciary standard of care. As a fiduciary, Haven is legally bound to act in the best interest of its customers.

We partner with banks and brokerages to bring you savings and investing accounts. Other companies look at small parts of your situation: just investments, just banking, or just retirement. By evaluating your entire financial situation and taking action, we help you achieve a better financial future. We help people who want to make better financial decisions to reach their goals.